← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1501	SFM Systematic Financial Management Teaneck, New Jersey	$4K	$0	1	0%	Maintained
1502	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$4K	$0	1	0%	Maintained
1503	TAM Tucker Asset Management Littleton, Colorado	$3.61K	$0	1	0%	Maintained
1504	GEA Glen Eagle Advisors Kingston, New Jersey	$3.23K	$0	2	0%	Maintained
1505	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$3K	+$3.37K	1	0%	New
1506	MIM Macroview Investment Management Bethesda, Maryland	$3K	+$2.99K	1	0%	New
1507	MCM Manchester Capital Management Manchester, Vermont	$3K	+$3.17K	1	0%	New
1508	MFA McClarren Financial Advisors State College, Pennsylvania	$3K	$0	1	0%	Maintained
1509	CA Crewe Advisors Salt Lake City, Utah	$2K	$0	1	0%	Maintained
1510	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$2K	$0	1	0%	Maintained
1511	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$1K	$0	1	0%	Maintained
1512	CC Cypress Capital Franklin, Tennessee	$1K	$0	1	0%	Maintained
1513	GGI Godsey & Gibb Inc Richmond, Virginia	$1K	+$564	1	0%	New
1514	IRC Investors Research Corp Atlanta, Georgia	$1K	$0	1	0%	Maintained
1515	Larson Financial Group St Louis, Missouri	$1K	$0	2	0%	Maintained
1516	SWA SOA Wealth Advisors New York	$1K	+$725	3	0%	Increased
1517	TCM TD Capital Management Memphis, Tennessee	$1K	$0	1	0%	Maintained
1518	AIA Arcadia Investment Advisors Eagle, Idaho	$565	+$561	1	0%	New
1519	WIM Westside Investment Management Santa Monica, California	$54	$0	1	0%	Maintained
1520	AR Advisory Research Chicago, Illinois	$0	-$683K	0	–	Closed
1521	AIP Ahrens Investment Partners Lafayette, Louisiana	$0	-$218K	0	–	Closed
1522	ACM Allred Capital Management Dallas, Texas	$0	-$64K	0	–	Closed
1523	ADIM Alpha DNA Investment Management Columbia, Maryland	$0	-$67K	0	–	Closed
1524	AGM Alpine Global Management New York	$0	-$378K	0	–	Closed
1525	AA Altman Advisors Chicago, Illinois	$0	-$1.26M	0	–	Closed